Power of 3
Access three schemes and three unique strategies with just one investment.
What is Power of 3?
Power of 3 is a new feature by Bajaj Finserv AMC that allows you to invest simultaneously in three equity mutual fund schemes – Bajaj Finserv Flexi Cap Fund, Bajaj Finserv Large and Mid Cap Fund, and Bajaj Finserv Multi Cap Fund – through a single application. Through this feature, you can build a portfolio that spans multiple market capitalisations, multiple sectors and multiple investment strategies in one go.
Features of Power of 3
Offers access to three mutual fund schemes through a single application and one-time payment.
Helps create a core portfolio with exposure to multiple market capitalisations, sectors and investment styles
Blends three investment styles – quality, growth and value – to navigate different market cycles.
Combines relative stability with potential for growth in the long run.
How does Power of 3 simplify investing?
Growth with Bajaj Finserv Flexi Cap Fund
Bajaj Finserv Flexi Cap Fund is driven by a megatrends strategy which focuses on structural changes that can impact societies, economies and countries in the long term.
Click to know more.
Quality with Bajaj Finserv Large and Mid Cap Fund
Bajaj Finserv Large and Mid Cap Fund follows a MOAT investing strategy, focusing on large and mid cap companies with strong fundamentals and sustainable competitive advantages.
Click to know more.
Value with Bajaj Finserv Multi Cap Fund
Bajaj Finserv Multi Cap Fund follows a contrarian strategy, seeking out overlooked companies or companies with strong fundamentals that are trading below their intrinsic value.
Click to know more.
Our Funds
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Flexi Cap Fund
Small Cap Fund
Large and Mid Cap Fund
Large Cap Fund
Multi Cap Fund
Banking and Financial Services Fund
Healthcare Fund
Consumption Fund
ELSS Tax Saver Fund
Multi Asset Allocation Fund
Balanced Advantage Fund
Equity Savings Fund
Arbitrage Fund
Nifty 50 Index Fund
Nifty Next 50 Index Fund
Low Duration Fund
Liquid Fund
Overnight Fund
Money Market Fund
Banking and PSU Fund
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More About Power of 3
How does Power of 3 work?
Power of 3 makes diversification and portfolio planning easier than ever. When you opt for Power of 3, all you need to do is make a one-time application and payment – your investment amount is divided equally between the three equity schemes. If you want to customise how your money is split between the three schemes, you can manually adjust the investment amount for each.
How does Power of 3 simplify investing?
Power of 3 brings together three distinct investing styles – growth, quality and value – in a single framework, which give investors a balanced and diversified portfolio. Here’s how:
Growth with Bajaj Finserv Flexi Cap Fund
Bajaj Finserv Flexi Cap Fund is driven by a megatrends strategy which focuses on structural changes that can impact societies, economies and countries in the long term. It also follows a growth-oriented approach, focusing on companies with above-average earnings growth potential.
To read more about the scheme and for statutory details, click here.
Quality with Bajaj Finserv Large and Mid Cap Fund
Bajaj Finserv Large and Mid Cap Fund follows a MOAT investing strategy, focusing on large and mid cap companies with strong fundamentals and sustainable competitive advantages.
To read more about the scheme and for statutory details, click here.
Value with Bajaj Finserv Multi Cap Fund
Bajaj Finserv Multi Cap Fund follows a contrarian strategy, seeking out overlooked companies or companies with strong fundamentals that are trading below their intrinsic value.
By combining all three styles, Power of 3 offers investors a diversified portfolio that may spread risk, navigate different market conditions and offer the potential to build wealth in the long term.
To read more about the scheme and for statutory details, click here.
How to invest in Power of 3
You can access Power of 3 both online and offline through the following channels:
Digital: On Bajaj Finserv AMC’s investor portal, WhatsApp Channel for Investors and WhatsApp Channel for partners.
Offline: Fill out the application form with the help of your distributor or invest directly with Bajaj Finserv AMC through the nearest Official Point of Acceptance of Transactions.
Investors can initiate lumpsum as well as Systematic Investment Plan (SIP) transactions under Power of 3. The minimum investment amount for both is Rs. 1,500.
The investment amount, by default, will be equally split among the three eligible schemes. However, if investors wish to modify the allocation, they can manually enter their preferred amount on the investor portal or the application form.
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FAQs
What is the minimum amount for investment?
For a new purchase, the minimum investment amount is Rs. 1,500 for SIP as well as lumpsum , given the scheme conditions are followed.
Can the composition or schemes be changed later?
Presently, investors cannot change the selected schemes, but the amount allocation in the selected schemes can be modified as per investor’s choice.
Which modes of holding are allowed?
- Digital: Single, Anyone or Survivor (ANS).
- Physical: Single, Anyone or Survivor (ANS), Joint, Minor, NRI.
Modes of holding will be supported across tax statuses (Resident Individual, NRI, Minor, etc.).
Are there frequency restrictions for SIP?
Yes, SIP transactions are restricted to monthly frequencies to maintain uniformity and simplify processing.
Are both Regular and Direct plans allowed?
Yes, investors can choose either Regular or Direct plans for all three schemes under Power of 3.
Is Micro SIP available with Power of 3?
No, the Micro-SIP facility is not available for investments made through Power of 3 as of now
Why should I choose SIP for Power of 3?
SIP makes investing more disciplined and manageable. It allows you to spread investments over time, average out market fluctuations, and stay committed to your long-term financial goals.
How does SIP help with diversification in Power of 3?
Through Power of 3, each SIP instalment is spread across three schemes covering multiple market caps, sectors, and investment styles, creating a potentially balanced portfolio.
Can SIP reduce the impact of market volatility?
Yes, by investing a fixed amount regularly, SIP averages out the cost of investment over time, reducing the impact of short-term ups and downs.
Who is Power of 3 SIP suitable for?
It may suit investors with a 5+ year investment horizon, those seeking diversification across equity categories, and individuals looking to balance risk and return through varied strategies.
